Axis Balanced Advantage Fund vs ITI Balanced Advantage Fund Regular compare
ITI Balanced Advantage Fund Regular - Growth
Axis Balanced Advantage Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Fund | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹378 Cr | ₹2652 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Dec 2019 | 01 Aug 2017 |
Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
Turn Over | % | 24% |
Expense Ratio | 2.37 | 2 |
Manager | Vikrant Mehta | Hardik Shah |
ISIN Code | INF00XX01655 | INF846K01A52 |
Exits Load | ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | Axis Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.42% | 2.39% |
6 Month | -0.91% | 1.58% |
1 Year | 3.91% | 13.12% |
3 Year | 10.5% | 14.19% |
5 Year | 10.59% | 14.2% |
SIP Return Analysis
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 0.86% | 2.28% |
1 Year | 0.31% | 4.99% |
3 Year | 11.03% | 15.41% |
5 Year | 10.27% | 13.48% |
Rolling Lumpsum Returns
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.11% | 8.22% |
3 Year | 10.01% | 9.95% |
5 Year | 6.18% | 8.8% |
Risk Management
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 7.494% | 8.096% |
Sharp | 0.221% | 0.607% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Name | Vikrant Mehta | Hardik Shah |
Total AUM | ₹698 Cr | ₹0 Cr |
Funds Managed | 8 | 12 |
ITI Balanced Advantage Fund Regular - Growth | Axis Balanced Advantage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 35.82 | 34.05 |
Large Cap | 54.6 | 56.4 |
Mid Cap | 4.68 | 5.5 |
Small Cap | 4.9 | 4.04 |
Sector Allocation
Scheme Name |
ITI Balanced Advantage Fund Regular - Growth |
Axis Balanced Advantage Fund - Regular Plan - Growth |
---|---|---|
Others | 34.87 | 32.81 |
Communication Services | 3.81 | 3.08 |
Energy | 5.19 | 7.7 |
Industrials | 4.19 | 5.28 |
Technology | 8.86 | 6.58 |
Basic Materials | 4.99 | 3.97 |
Financial Services | 23.69 | 21.88 |
Healthcare | 3.62 | 5.99 |
Consumer Cyclical | 5.96 | 7.77 |
Consumer Defensive | 2.65 | 2.51 |
Real Estate | 0.32 | 0.43 |
Utilities | 1.85 | 1.99 |
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